Public nonprofit profile

INVESTMENTS & WEALTH FOUNDATION

GREENWOOD VLG, CO · EIN 87-4617128

What this organization reports

Mission and public details

THE PRIMARY ROLE and SCOPE of THE INVESTMENTS & WEALTH FOUNDATION WILL BE to CONVEY SCHOLARSHIPS and TUITION ASSISTANCE to QUALIFIED INDIVIDUALS WHO CAN DEMONSTRATE FINANCIAL NEED and ARE FROM CONTINUED ON SCHEDULE OUNDERREPRESENTED POPULATIONS RELATED to GENDER, RACE, ETHNICITY, AGE, SEXUAL PREFERENCE, to UNDERWRITE THE COSTS of CIMA, CPWA and RMA CERTIFICATION. ACCELERATE CAREER ADVANCEMENT of TARGET PROFESSIONALS WHO ARE CURRENTLY UNDERREPRESENTED IN THE PROFESSION, THEREBY FOSTERING SUSTAINABLE DIVERSITY WITHIN THE FINANCIAL ADVISOR PROFESSION.

Organization: INVESTMENTS & WEALTH FOUNDATION
EIN: 87-4617128
Address: 5619 DTC PKWY STE 600, GREENWOOD VLG, CO, 80111-3044
County: Arapahoe
Tax category: Scholarships & Student Financial Aid
NTEE classification: B82
Organization website: Visit website

Public filing snapshot

Financial information at a glance.

These figures reflect the latest values available in CharityEZ’s public record and may not represent the current year.

$163,532reported assets

$143,039reported revenue

$168,852reported expenses

$143,039reported contributions

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Data note: This profile organizes public nonprofit and IRS filing information for general research. It is not legal, tax, financial, or eligibility advice. Confirm current information with the organization and official sources.